KREF Share Price Performance
US$8.67
-2.60 (-23.07%)
2.0% overvalued intrinsic discount
US$8.50
Fair Value
Price US$8.67
AnalystLowTarget US$8.50
AnalystConsensusTarget US$11.00
AnalystHighTarget US$13.00
Fair ValueUS$8.50
Share Pricen/a
KKR Real Estate Finance Trust Inc. Stock Price
- 3 Narratives written by author
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- 8 Fair Values set on narratives written by author
KREF Community Narratives
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Fair Value US$8.5 2.0% overvalued intrinsic discount
Rising Credit Losses And Falling Asset Quality Will Impair Stability
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Fair Value US$11 21.2% undervalued intrinsic discount
US Multifamily Demand And European Expansion Will Unlock Value
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Fair Value US$13 33.3% undervalued intrinsic discount
Urbanization And Digital Transformation Will Empower Specialized Real Estate Lending
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Rising Credit Losses And Falling Asset Quality Will Impair Stability
Key Takeaways Continued weakness in office properties and falling asset values threaten loan quality, increase credit risks, and depress core earnings and margins. Regulatory pressures, tougher competition, and volatile interest rates limit lending opportunities, compress yields, and restrict revenue and portfolio growth.Read more
4
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AN
US$8.5
2.0% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
19.48% p.a.
Profit Margin
94.64%
Future PE
6.4x
Price in 2028
US$11.3
US Multifamily Demand And European Expansion Will Unlock Value
Key Takeaways Urban logistics and multifamily demand, coupled with limited new construction, supports stronger loan origination, revenue growth, and margin expansion. Integration with KKR's global platform and prudent balance sheet management enhance risk-adjusted returns, earnings consistency, and ensure resilience against market cycles.Read more
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AN
US$11
21.2% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
53.07% p.a.
Profit Margin
84.4%
Future PE
6.69x
Price in 2028
US$14.79
Urbanization And Digital Transformation Will Empower Specialized Real Estate Lending
Key Takeaways Strategic expansion into new markets and asset classes is poised to elevate KKR's global presence and drive sustained revenue growth. Enhanced portfolio scale and focus on high-demand sectors strengthen KKR's market position, improving both earnings quality and shareholder value.Read more
7
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AN
US$13
33.3% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
45.32% p.a.
Profit Margin
87.78%
Future PE
8.88x
Price in 2028
US$17.48
Trending Discussion
Recently Updated Narratives
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KREF: Mixed Credit Trends And Capital Deployment Will Shape Future Risk Profile
Fair Value: US$8.5 2.0% overvalued intrinsic discount
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Urbanization And Digital Transformation Will Empower Specialized Real Estate Lending
Fair Value: US$13 33.3% undervalued intrinsic discount
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US Multifamily Demand And European Expansion Will Unlock Value
Fair Value: US$11 21.2% undervalued intrinsic discount
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Snowflake Analysis
KKR Real Estate Finance Trust Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
n/a
- -0.36
- 60.21%
- -37.60%
- 363.2%
About KREF
- Founded
- 2014
- Employees
- n/a
- CEO
- WebsiteView website
KKR Real Estate Finance Trust Inc., a mortgage real estate investment trust, focuses primarily on originating and acquiring transitional senior loans secured by commercial real estate (CRE) assets in the United States. The company engages in the origination and purchase of credit investments related to CRE, including leveraged and unleveraged commercial real estate loans. It has also elected to be taxed as a real estate investment trust and would not be subject to federal corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. KKR Real Estate Finance Trust Inc. was incorporated in 2014 and is headquartered in New York, New York.
